Ingrid Hendershot, CFA is the founder and president of Hendershot Investments Inc., an investment management firm established in 1994. She is also the editor of Hendershot Investments, a quarterly investment newsletter designed for. Susan Christ has more than 25 years of experience in the finance and investment profession and has served as Senior Vice President of Investments at Hendershot Investments, Inc. since 2004.
Charles L. Hendershot has been the Executive Vice President and Treasurer of Hendershot Investments, Inc. since 1994. Shawn Reardon has been Senior Vice President of Hendershot Investments, Inc. since 2016. He previously served as Program Director for Edaptive Systems (a government contractor) from 2011 to 2016.
Charles L. Hendershot has been the Executive Vice President and Treasurer of Hendershot Investments, Inc. since 1994. Shawn Reardon has been Senior Vice President of Hendershot Investments, Inc. since 2016. He previously served as Program Director for Edaptive Systems (a government contractor) from 2011 to 2016.
Services
Hendershot Investments provides portfolio management services tailor-made to meet each client's unique needs. Investment parameters are established at the onset of our relationship, in collaboration with you, to establish a clear understanding of your investment goals and risk tolerance. Communication is key to all good relationships, so we're readily available to talk.
Our goal is to both build and preserve our clients' wealth. To that end, we invest in high-quality, well-managed companies at reasonable valuations and hold them for the long term. Our investment advice is tailored to your individual needs with each account managed to meet your investment objectives given your risk tolerance.
As long-time students of the stock market, Hendershot Investments has developed a database of valuation models to rank the relative merits of the companies we follow. We scour annual reports, SEC filings and corporate news releases to independently determine company valuations, thereby avoiding the pitfalls of herd-mentality investing.
Strong, durable brands or franchises - Firms that build wide name recognition and consumer trust create a durable, competitive advantage yielding pricing power and market expansion opportunities. Outstanding leadership teams - A firm's ability to grow is directly related to the ability of its leadership team to envision and implement appropriate strategies in the face of changing economic and competitive environments.
Hendershot Investments is a fee-only based asset manager and receives no compensation on the trading activity in client accounts. As fiduciaries, all our analysis and recommendations are for the sole benefit of the client. Our clients typically use Charles Schwab as the broker-dealer for their accounts as our institutional relationship with Charles Schwab provides clients with excellent service and low costs.
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